Concierge Banking Officer at PATRIOT BANK, N.A.

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Jan, 26

Salary

0.0

Posted On

30 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Financial Products, Client Service, Problem Solving, Communication, Analytical Skills, Regulatory Awareness, Risk Acumen, Sales Performance, Confidentiality, Event Organization, Cross-Functional Collaboration, Change Management, Program Governance, Interpersonal Skills, Critical Thinking

Industry

Banking

Description

Description The Concierge Banking Officer is responsible for delivering personalized, high-touch banking services to High Net Worth (HNW) individuals and families. This role acts as a single point of contact for clients, ensuring a seamless and exceptional experience across a wide range of banking and financial services. The ideal candidate has strong relationship management skills, in-depth knowledge of financial products, and the ability to anticipate and meet the complex needs of affluent clientele. Serve as a dedicated relationship manager for HNW clients, delivering white-glove high touch service across all banking needs Develop and maintain deep relationships with clients to understand their financial goals, preferences, and service expectations Provide personalized concierge services including account management, transaction support, travel assistance, and access to exclusive banking privileges Collaborate with internal departments Proactively identify opportunities to deepen client relationships and refer clients to appropriate specialists as needed Ensure compliance with all regulatory and internal policies during client interactions and transactions Resolve client issues and inquiries efficiently, maintaining the highest standards of service and confidentiality Organize exclusive client events or experiences to build loyalty and engagement Requirements Bachelor’s degree in Finance, Business, or related field (preferred) 3–5+ years of experience in private, retail, or concierge banking Proven track record of client relationship management and sales performance. Excellent interpersonal, communication, and problem-solving skills. Strong understanding of financial products and services, including investments, credit, and insurance. Discretion and professionalism in handling sensitive and confidential client information Key Competencies Excellent analytical, problem-solving, and critical thinking skills Influential communicator with cross-functional leadership skills Change management and program governance expertise Strong regulatory awareness and risk acumen Benefits 401K Health Insurance Dental Insurance Vision Insurance Health Savings Account Flexible Spending Account Employee Assistance Program Paid Time Off

Responsibilities

The Concierge Banking Officer delivers personalized banking services to High Net Worth clients, acting as their single point of contact. This role involves relationship management, providing concierge services, and ensuring compliance with regulations.